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Setup, access and model configuration

Deactivate OpenAI Integration safely

Disable the provider module without assuming its stored options are deleted. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators and authorised staffPermission: AdministratorModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Modules → OpenAI Integration → Deactivate
Before you start
  • Use an account with Administrator and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Disable the provider module without assuming its stored options are deleted. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Setup → Modules → OpenAI Integration → Deactivate.
  2. Select the exact record or option described in this guide.
  3. Complete the displayed fields or action using the rules below.
  4. Save or submit once and resolve any validation response.
  5. Check the resulting record, status, file, notification or integration effect.

Fields and options to review

ActionDeactivate OpenAI Integration safely
Exact navigationAdmin Area → Setup → Modules → OpenAI Integration → Deactivate
Module version1.0.0
VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Rules the system enforces

  • The supplied module registers no uninstall hook.
  • Stored API key, model and fine-tuning options may remain in CRM options after deactivation.
  • Check retained secrets according to your removal policy.

How to confirm it worked

  • The supported deactivate openai integration safely flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Restrict the API key and AI settings to authorised administrators.
  • Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
  • Check generated text before using it in customer, staff, legal, financial or compliance communication.
  • Monitor provider billing and retention independently because this module has no built-in cost dashboard.
Extend the standard model list with the openai_models filterTroubleshoot a missing OpenAI settings sectionOpenAI Integration module overviewUse OpenAI through a core CRM AI actionBrowse all OpenAI Integration guidesEnterprise IntegrationsData Privacy SecuritySupport Knowledge